What You Need to Know About Our
Complimentary Financial Assessment
Who
Business owners, retirees and pre-retirees.
What
A free assessment using our F.L.O.W.™ framework that will give clarity on your financial goals.
Why
Our goal is to help our clients have peace of mind today, so they can enjoy tomorrow.
Schedule a No Obligation Complimentary Assessment Today
How Do I Know if I'm a Good Fit?
We help retirees and business owners be free from financial worry or burden. We do this by organizing their finances and coordinating with other professionals, so they can focus on what matters most
Our ideal client fits in one of the following categories:
I'm a Business Owner
Your financial path has a lot more moving pieces than someone who’s an employee. Do you have a succession plan? Will you be selling the business or passing the reins to someone else? Have you made plans to successfully retire? And more. These are the questions we can help you with.
I am Getting Ready For Retirement
This is when you’ll be making decisions that will affect your life in retirement. When should you begin taking Social Security? Do you have a cash cushion for emergencies? Will you have enough for your possible life expectancy? And more. These are the questions we can help you with.
I’m Already Retired
Retirement is when you should be enjoying life and what matters to you, not worrying. What to do with my retirement accounts? Social security benefits? Do I have the right Medicare coverage? And more. These are the questions we can help you with.
I am Relocating to The Carolinas
Your move could result in added complexity when it comes to your retirement, since state laws vary. Is your will updated? Do you need a doctor recommendation? Do you prefer dealing with someone local — who can be there if one spouse passes? And more. These are the questions we can help you with.
Our FLOW Mindset
During our complimentary 15-minute financial assessment, we’ll introduce you to our FLOW Mindset, a unique approach to understanding your financial journey. We’ll start by identifying your key financial markers, including your income, expenses, assets, and debts, to establish a clear picture of your current financial situation. From there, we’ll explore your life goals, potential obstacles, and the legacy you wish to leave behind, helping to construct a financial plan that aligns with what matters most to you.
Customized Wealth Management Services
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
